Fixed Income
News and analysis of fixed income markets including the key factors affecting performance such as interest rates, Federal Reserve policy and the state of the economy.
About That Roth Conversion Cure: Watch the Side Effect
By Gavin MorrisseyClients may understand the tax benefits of a Roth conversion, but not how the resulting higher income can lead to an increase in Medicare premiums.
November 09, 2015
PIMCO Says Gross Lawsuit Is ‘Reputational Warfare’The fixed-income gurus former firm moves to get a suit he brought thrown out of court in California.
November 09, 2015
Why Bernanke Is Blasting House Highway BillBernanke says the House highway bill is using sleight-of-hand maneuvers that uses the Fed to fund highway construction.
November 09, 2015
Changing Demography to Force Big Shift in Retirement PlanningPosting 3% to 4% economic growth 'like we had in the 70s or 80s is never going to happen, says Research Affiliates' Chris Brightman.
November 09, 2015
Top Portfolio Products: Calvert Adds Funds; ValueLine Adds SharesHow Calvert is responding to the growing interest in socially responsible investing plus a possible new crowdfunding platform in the U.S.
November 05, 2015
What the October Jobs Data Means for the FedHere are the three data points to look for in the October jobs report tomorrow to discern how the Fed is leaning, Mohamed El-Erian writes.
November 04, 2015
Why Ken Fisher Is Wrong on Annuities: Milevsky, FinkeIn a recent ThinkAdvisor interview, Fisher said annuities were full of false promises. Milevsky, Finke and other annuity experts vehemently object.
November 03, 2015
High-income uninsured prospects are still out thereAnalysts from the Urban Institute and EBRI have the numbers.